Civic Intelligence

San Francisco School of Needlework and Design

990 • Fiscal year 2019 • EIN 47-5111581

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

360 Post St No 604San Francisco, CA 94108

(415) 604-1104

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

70th percentile

$58,107

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

80th percentile

24%

Faster asset growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$436,727

Up $84,699 (+24%) from 2018

Net Assets

Up

$436,579

Up $84,551 (+24%) from 2018

Liabilities

Up

$148

Up $148 from 2018

Revenue

Up

$560,318

Up $85,262 (+18%) from 2018

Expenses

Up

$472,066

Up $19,211 (+4.2%) from 2018

Net Income

Up

$88,252

Up $66,051 (+298%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2015: $328,813Liabilities 2015: $169Net Assets 2015: $328,6442015Assets 2016: $518,764Liabilities 2016: $265Net Assets 2016: $518,4992016Assets 2017: $329,827Liabilities 2017: $0Net Assets 2017: $329,8272017Assets 2018: $352,028Liabilities 2018: $0Net Assets 2018: $352,0282018Assets 2019: $436,727Liabilities 2019: $148Net Assets 2019: $436,5792019Assets 2020: $531,292Liabilities 2020: $47,700Net Assets 2020: $483,5922020Assets 2021: $646,678Liabilities 2021: $466Net Assets 2021: $646,2122021Assets 2022: $293,335Liabilities 2022: $0Net Assets 2022: $293,3352022Assets 2023: $170,455Liabilities 2023: $600Net Assets 2023: $169,8552023Assets 2024: $3,724Liabilities 2024: $0Net Assets 2024: $3,7242024Assets 2025: $0Net Assets 2025: $02025

Highlighted filing

2019

Assets$436,727
Liabilities$148
Net Assets$436,579

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2015: $333,887Expenses 2015: $5,243Net Income 2015: $328,6442015Revenue 2016: $368,222Expenses 2016: $178,367Net Income 2016: $189,8552016Revenue 2017: $128,698Expenses 2017: $317,370Net Income 2017: -$188,6722017Revenue 2018: $475,056Expenses 2018: $452,855Net Income 2018: $22,2012018Revenue 2019: $560,318Expenses 2019: $472,066Net Income 2019: $88,2522019Revenue 2020: $470,738Expenses 2020: $429,127Net Income 2020: $41,6112020Revenue 2021: $687,342Expenses 2021: $524,722Net Income 2021: $162,6202021Revenue 2022: $316,240Expenses 2022: $669,117Net Income 2022: -$352,8772022Revenue 2023: $373,193Expenses 2023: $489,983Net Income 2023: -$116,7902023Revenue 2024: $3,152Expenses 2024: $169,283Net Income 2024: -$166,1312024Revenue 2025: $0Expenses 2025: $3,724Net Income 2025: -$3,7242025

Highlighted filing

2019

Revenue$560,318
Expenses$472,066
Net Income$88,252
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$592,556
Mission and Program Overview

Mission

To promote and share the knowledge and history of hand embroidery and needlework to ensure its future as a valued art form

To promote charitable and educational activities to preserve the art of embroidery and other needlework traditions. To maintain a library of textiles and approximately 3,000 books as well as a museum, which are both open to the public. To operate a school for all skill levels in this art form.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$352,028$436,579▲ $84,551
Cash and Non-Interest-Bearing Accounts$110,654$128,372▲ $17,718
Investments Other Securities-$101,522-
Land, Buildings, and Equipment, Net$41,720$36,223▼ $5,497
Inventories for Sale or Use$32,767$9,128▼ $23,639
Intangible Assets$6,524$1,119▼ $5,405
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$352,028$436,727▲ $84,699
Other Assets Total$160,363$160,363→ $0
Liabilities
Other Liabilities$0$148▲ $148
Total Liabilities$0$148▲ $148
Net Assets / Fund Balance
Total Net Assets Fund Balance$352,028$436,579▲ $84,551
Total Liabilities and Net Assets / Fund Balance$352,028$436,727▲ $84,699

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$16,539$16,534$33,073
Leasehold Improvements$19,341$1,881$21,222
Equipment$343$802$1,145
Other Assets Org$1,778--
Other Securities$101,522--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lucy BarterDirectorPT$58,107$58,107

Board Members and Trustees

NameTitle
Elice SperberBoard Chair
Meryl MacklinVice Chair
Ira GuptaDirector
Jessica FanegoDirector
June DershewitzDirector
Vanessa WaldenSecretary
Joanne HagopianTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$432,387
Program Service Revenue
$123,557
Investment Income
$22
Other Revenue
$4,352
All Other Contributions
$432,387
Change in Net Assets
$88,252
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$238,509
Other Expenses$233,557
Total Fundraising Expense$41,776
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$99,358$46,860$15,620$161,838
Occupancy$110,323$31,521$15,760$157,604
Current Officers, Directors, Trustees, and Key Employees$34,864$17,432$5,811$58,107
Fees for Services Accounting-$21,105-$21,105
Payroll Taxes$11,139$5,569$1,856$18,564
Depreciation Depletion$7,631$2,181$1,090$10,902
Insurance$5,121$4,608$512$10,241
Advertising$7,631--$7,631
Office Expenses$2,955$845$422$4,222
Fees for Services Other$2,240$1,120$374$3,734
Other Expenses$331$789$331$789
Information Technology$655--$655
Conferences and Meetings-$330-$330
All Other Expenses$53$138-$191
Travel$75$75-$150
Total Functional Expenses$288,349$141,941$41,776$472,066
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sales Tax$148
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Officers review form 990 before filing

Form 990, Part VI, Section B, Line 12C

Board of directors conducts due diligence into potential conflicts of interest through monitoring of activities and personnel inquiries.

Form 990, Part VI, Section C, Line 19

Copies made available to the general public upon written request

Filing and Contact Details

Filer

Filer Name
San Francisco School of
EIN
47-5111581
Phone
4156041104
Address
360 POST ST NO 604, SAN FRANCISCO, CA 94108

Signing Officer

Name
Laura Maloney
Title
Executive Director
Phone
4156041104
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Maloney
Formed
2015
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
7
Employees
9
Volunteers
5

Preparer

Firm
Aprio Llp
Address
5 CONCOURSE PARKWAY SUITE 1000, ATLANTA, GA 30328
Preparer
Melisa Beauchamp Ea
Phone
4048929651
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IRS990/PYContributionsGrantsAmt0388425
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0919
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0259881
IRS990/PYOtherRevenueAmt0-18632
IRS990/PYProgramServiceRevenueAmt0105263
IRS990/PYRevenuesLessExpensesAmt022201
IRS990/PYSalariesCompEmpBnftPaidAmt0192055
IRS990/PYTotalExpensesAmt0452855
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0475056
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt088252
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt05712
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0127909
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0352028
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0436579
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0432387
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0388425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0107433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0342527
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0332953
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01603725
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt022
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0512401
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0711482
IRS990ScheduleA/SubstantialContributorsTotAmt0892243
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0432387
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0388425
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0107433
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0342527
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0332953
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01603725
IRS990ScheduleA/TotalSupportAmt01603747
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0343
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0802
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01145
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt019341
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01881
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt021222
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt074591
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt183994
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt21778
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1BOOKS FOR THE LIBRARY
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2OTHER
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt016539
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt016534
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt033073
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0148
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SALES TAX
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0101522
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHARLES SCHWAB
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt036223
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0160363
IRS990ScheduleD/TotalBookValueSecuritiesAmt0101522
IRS990ScheduleD/TotalLiabilityAmt0148
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICERS REVIEW FORM 990 BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS CONDUCTS DUE DILIGENCE INTO POTENTIAL CONFLICTS OF INTEREST THROUGH MONITORING OF ACTIVITIES AND PERSONNEL INQUIRIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES MADE AVAILABLE TO THE GENERAL PUBLIC UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0352028
IRS990/TotalAssetsEOYAmt0436727
IRS990/TotalAssetsGrp/BOYAmt0352028
IRS990/TotalAssetsGrp/EOYAmt0436727
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0432387
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt041776
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0141941
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0288349
IRS990/TotalFunctionalExpensesGrp/TotalAmt0472066
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0148
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0148
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0352028
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0436579
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0288349
IRS990/TotalProgramServiceRevenueAmt0123557
IRS990/TotalReportableCompFromOrgAmt058107
IRS990/TotalRevenueGrp/ExclusionAmt022
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0127909
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0560318
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0352028
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0436727
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt075
IRS990/TravelGrp/ProgramServicesAmt075
IRS990/TravelGrp/TotalAmt0150
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X

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